+39.4%
SHEL vs NDAQ
-2.2%
+41.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | +4.1% | -5.6% | +9.7% | +4.0% |
| 30D | +8.4% | -4.4% | +12.7% | +8.3% |
| 3M | +13.7% | +5.9% | +7.8% | +13.5% |
| 6M | +12.7% | +7.7% | +5.0% | +12.6% |
| YTD | +35.3% | -5.2% | +40.5% | +33.5% |
| 1Y | +39.4% | -3.4% | +42.7% | +36.8% |
| All | +39.4% | -2.2% | +41.5% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling